car OEMs
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 21, 2022 by Sam Jaffe · across every show →
Everything said about car OEMs, oldest first
Jul 21, 2022 negative
Jaffe: Treating battery cells as outsourced commodities was a critical OEM mistake
“And that's what we've learned in the last 10 years of the development of the electric vehicle, is that the car is the battery. And it's not just the battery pack. The car is the battery cell. The car is the battery chemistry. And for the car company to just sl…”